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Home > Managing Assets in a New Era
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Managing Assets in a New Era
More than ever, your existing and future clients need you to have the very best continuing education in a broad range of disciplines including economics, investments, and risk management. Most of all, they need to rely on you for perspective, guidance, and the discipline required to live out a good plan—through good times and bad.
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Learn Effective Strategies to Use Now
Get a leg up on the competition and earn continuing education credits while you’re at it. 2009 presentations included: |
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Jack Ablin |
• Powerful Strategies for Managing Money with ETFs
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Dan Moisand |
• Bridging the Gap: Retirement Fund Shortfalls
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| 2009 Sponsors |
Platinum Sponsor |
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Gold Sponsors |
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Silver Sponsor |
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Don Phillips’ All-Star Fund Managers
Wednesday, November 11 • 12:45 pm – 1:45 pm
One of the great benefits financial advisors offer their clients is a link to some of the best minds on Wall Street. America’s best-known fund analyst, Don Phillips, talks about investment opportunities and dangers with some of the best fund managers in the business. You’ll hear the inside scoop on what these top managers are doing now and how you can apply their insights to your clients’ portfolios.
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Don Phillips
Morningstar, Inc.
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Elizabeth Bramwell
Sentinel Asset Management |
Steven Leuthold
The Leuthold Group, LLC |
Ron Muhlenkamp
Muhlenkamp & Company, Inc.
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 Maximizing Performance Through Indexing
Tuesday, November 10 • 11:15 am – 12:00 pm
Indices are widely used for analyzing markets, investing, and managing investment risk. The transparency and performance of index-based investments make them a very attractive way to structure and manage investment programs. David Blitzer, chairman of the Index Committee, Standard & Poor's, will share the numbers that show how indices outperform a majority of active managers and explain why this happens. He’ll also explain how to use indices to understand market movements and use ETFs to implement investment plans with indices. |
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MPT: Staying the Course with No Apologies
Wednesday, November 11 • 11:30 am – 12:30 pm
The stunningly swift collapse of stock prices in the fall of 2008 prompted many advisors and others to question some basic tenets of investing, including Modern Portfolio Theory. However, some advisors stuck with their basic principles and retained the vast majority of their clients. In this session, veteran advisors will explain their philosophy, the reasoning behind it, and discuss how they conveyed it to clients.
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Evan Simonoff
Financial Advisor
(Moderator)
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Harold Evensksy
Evensky & Katz |
Judith Shine
Shine Investment Advisory Services, Inc., |
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Opportunities in Fixed-Income
Tuesday, November 10 • 9:45 am – 11:00 am
The 2008 financial crisis did not leave the fixed-income market unscathed. Except for US Treasury bonds, the same volatility and uncertainty that hit equities, commodities, and other asset classes also affected the fixed-income market—even long-term municipal bonds declined. Some believe that the post-crisis combination of ultra-low interest rates, steep yield curves, and currency fluctuations will tend to favor the fixed-income market. Others believe the massive government stimulus will weaken the US dollar and spark runaway inflation, which could prove deadly to the fixed-income market. Get a preview of these fixed-income experts’ near- and long-term forecasts and the areas they find particularly attractive in the year ahead.
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Evan Simonoff
Financial Advisor
(Moderator)
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Daniel Fuss
Loomis, Sayles & Company, LP |
Carl Kaufman
Osterweis Capital Management, LLC |
Margaret Patel
Evergreen Investments
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Managed Futures in Client Portfolios
Tuesday, November 10 • 9:45 am – 11:00 am
In a year when most asset classes were suffering historic downturns, the average managed-futures program, as measured by the Barclay CTA Index, was up 14% in 2008—beating the stock market by an eye-popping 51%. These funds, which trade anything from cotton, wheat, and crude oil to interest rates, currencies, and stock indexes, are not correlated to movements in the stock or bond markets, hence serve as great diversifiers, while providing enhanced returns and reduced risk. Find out how these advisers are incorporating managed futures into their clients’ portfolios.
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Louis Stanasolovich
Legend Financial Advisors
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Ken Steben
Steben & Company
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Growing Opportunities in Green Investing
Wednesday, November 11 • 9:00 am – 10:15 am
A lot of press has been devoted to discussing how President Obama’s policies should provide growth for companies that are developing solutions to the problems we face today. What are the opportunities for investors in companies focused on climate change, clean energy, and water resources? Our panelists discuss which kinds of green companies they think are worth the risk—and which they think aren’t.
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Dorothy Hinchcliff
Financial Advisor Magazine
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Julie Gorte, PhD
Pax World |
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Global Investing: Where Do We Go from Here?
Tuesday, November 10 • 11:15 am – 12:30 pm
In recent years, the mantra for US investors has been "go global for stronger growth, higher returns, and greater diversification. Since then, we’ve seen an unprecedented synchronicity in the global markets downtrends. But global stocks have been showing strong signs of revival, with the MSCI world equity index gaining 16.7% since January, establishing a 9-1/2-month high, and recouping some of its over 40% losses in the past year. This panel of international equity fund managers will identify where they think the next hot spots are likely to be found around the globe.
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Brian Nelson
Morningstar, Inc.
(Moderator)
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John Connor
Third Millennium Russia Fund
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Charles de Lardemelle
International Value Advisers
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Ronald Holt
Hansberger Global Investors
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Specialized ETFs: Strategies & Tactics
Tuesday, November 10 • 1:45 pm – 3:00 pm
In the ever-expanding world of ETFs, where most of the equity universe has been sliced and diced several times over by various broad-based ETFs, specialized or niche ETFs can allow an advisor to put a more finely tuned edge to an overall strategy. They can help lessen risk through hedging, allow you to play strong sectors in weak markets, or even employ them for tax-loss harvesting. Hear how these advisers are using these specialized ETFs in clients' portfolios and the results that they're getting.
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Brian Nelson
Morningstar, Inc.
(Moderator)
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Jim Farrish
SectorExchange.com
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Suzanne Hamilton
Legacy Asset Management, Inc.
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Tom Lydon
Global Trends Investments
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Anthony Welch
Sarasota Capital Strategies
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Bridging the Gap: Retirement Fund Shortfalls
Wednesday, November 11 • 11:30 am – 12:30 pm
For Americans planning to retire soon, those who recently retired, or even those who have been retired for a few years, their golden years seem suddenly threatened by the recent financial crisis. Defined contribution accounts have lost anywhere between $2-$4 trillion as stocks plummeted almost 50% from their peak in 2007, and those covered by defined benefit plans weren’t immune either as their employers found their pension plans considerably underfunded. The effort of rebuilding their nest eggs will be long and arduous—maybe too long for those nearing or at retirement age. This panel will explore these issues and how they are helping clients solve them in this environment.
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Fred Adkins
The Arkansas Financial Group, Inc. |
Dan Moisand
Moisand Fitzgerald Tamayo, LLC
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Michael Zmistowski
First Gulf Advisors, Inc. |
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Rethinking Asset Allocation
Wednesday, November 11 • 9:00 am – 10:15 am
For years, many were preaching the merits of diversifying into uncorrelated asset classes, such as commodities, currencies, emerging markets, and others. However, the spike in correlation across these asset classes during the recent market meltdown has reopened the debate about the importance of asset allocation. Should advisors diversify amongst uncorrelated investment strategies, rather than asset classes? How should an advisor approach diversification today in their client portfolios? In this discussion, panelists will discuss what they’ve learned from the recent crisis and how they are retooling their strategies in this new market order.
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Mike Reeves
Morningstar, Inc.
(Moderator)
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Michael Cuggino
Permanent Portfolio Funds |
Barry James
James Funds |
Robert Isbitts
Emerald Asset Advisors, LLC |
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